IRIS + Rental Application: Complete Workflow
Preparing for rental application and using IRIS? Letting agents and referencing agencies require 3 months of bank statements to verify tenant income and affordability. Tenants need to provide clear, readable statements. BankScan AI bridges the gap between your bank's PDF statements and IRIS's import feature.
BankScan AI → IRIS for Rental Application
Convert bank statement PDFs to CSV formatted for IRIS import. Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
How It Works
Upload your bank statement PDF
Supports all major banks. Upload 3 months of recent statements, covering the period immediately before the application of statements.
AI formats for IRIS
Output as CSV with Date, Narrative, Debit, Credit — IRIS uses Narrative instead of Description and requires separate Debit/Credit columns — dates in DD/MM/YYYY.
Import and use for rental application
Upload into IRIS and use the reconciled data for rental application.
Supported Banks
BankScan AI works with all major UK and US banks, including:
IRIS + Rental Application Features
- IRIS ready — Output formatted as CSV matching IRIS's expected column structure
- Smart integration — IRIS links bank transactions directly to tax computations, so imported statements feed into both bookkeeping and tax return preparation simultaneously.
- Built for Rental Application — Convert your bank statements to Excel format for clean, professional-looking financial evidence that speeds up your rental application.
Import for Rental Application into IRIS
After converting your bank statements for rental application:
- In IRIS Accountancy Suite, open the client file, go to Bank > Import Transactions
- Select the CSV file, map columns to Date, Narrative, Debit, Credit, and import
Common Import Issues
IRIS is strict about column naming — use 'Narrative' not 'Description'. Also requires the CSV to not contain any currency symbols in amount columns.
IRIS Import for Rental Application
Rental properties move fast, especially in London; referencing must often be completed within 24-48 hours to secure the property before another applicant
Convert for IRIS + Rental Application